Retirement Plan Consultant

Sentry Insurance; Deutschland; Vor Ort; EUR 59.679 - 89.475; Vollzeit

Benefits dieser Stelle

Company car with permitted personal use

401(k) match and immediate vesting

Tuition Reimbursement program

Generous Paid-Time Off

Group Medical, Dental, Vision, Life Insurance

Zusammenfassung

Sentry Insurance is seeking Retirement Plan Consultants dedicated to educating clients about retirement plans. This role involves working with our sales team to ensure excellent service delivery.

The ideal candidate will have a Bachelor's Degree and 2-5 years of relevant experience. Benefits include a company vehicle, a 401(k) match, generous paid time off, and comprehensive health benefits.

Qualifikationen

• 2-5 years of related work experience required.
• Currently licensed in life and health insurance products or ability to obtain a license.
• Ability to meet the travel requirements of the job.

Aufgaben

• Lead group enrollments for assigned employer-sponsored retirement plans.
• Provide accurate and timely customer service to ensure quality experience.
• Conduct group education meetings on retirement savings.

Kenntnisse

Public speaking

Spanish proficiency

Communication skills

Organizational skills

Ausbildung

Bachelor's Degree or equivalent work experience

Tools

PowerPoint

Excel

Word

Jobbeschreibung

Retirement Plan Consultants are dedicated to educating individual customers & participants on the advantages of participating in a retirement plan and operating an efficient plan. At Sentry, we focus on the future and want to help you do the same! Retirement Plan Consultants work with our sales team to provide the best service to both individual customers and participants.

We provide everything you need to carve out a career filled with success and purpose including:

• Company car with gas card and permitted personal use
• Outstanding benefits and a 401(k)-program matching dollar for dollar up to the first 8%
• Work from home from your territory
• Opportunities for professional development and growth
• Outstanding training and support

The territory for this position includes: Colorado, Kansas, Missouri, Nebraska, and Oklahoma.

Based on qualifications and experience of the selected candidate the base salary range is:

• $68,100-$102,100 for candidates located in Kansas, Missouri, Nebraska, and Oklahoma
• $74,910-$112,310 for candidates located in Colorado

What You’ll Do

• Lead group enrollments for assigned employer-sponsored retirement plans
• Provide accurate and timely customer service to ensure a quality customer experience with a goal of customer retention
• Meet with individual participants to educate them on why retirement planning is important
• Conduct group education meetings to educate on the benefit of saving for retirement
• Lead annual review process to educate the plan sponsor on fiduciary duties, assist with understanding compliance testing results, legislative issues, and plan design enhancements

What it Takes

• Bachelor’s Degree or equivalent work experience
• 2-5 years of related work experience
• Ability to speak, write and understand Spanish is strongly preferred
• Poised public speaker with proven ability to engage and present to diverse audiences of all sizes
• Currently licensed in life and health insurance products or the ability to obtain a license in a reasonable amount of time
• Excellent verbal and written communication and organizational skills are required
• Ability to meet the travel requirements of the job and maintain an acceptable motor vehicle record
• Proficient knowledge and use of PC software applications such as PowerPoint, Excel, and Word

What You’ll Receive

• Company vehicle with permitted personal use
• 401(k) plan with a dollar for dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future
• Education and career development through Sentry University (SentryU) and a Tuition Reimbursement program
• Generous Paid-Time Off plan and Volunteer-Time Off
• Group Medical, Dental, Vision, Life Insurance, Parental Leave, and Health and Wellness benefits
• Well-being and Employee Assistance programs
• Sentry Foundation gift matching program to encourage charitable giving

Equal Employment Opportunity

Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.